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Regatta Research & Money Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Regatta Research & Money Management’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$165K Buy
+1,601
New +$170K 0.16% 128

Other funds holding AVDV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Regatta Research & Money Management's AVDV Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q2 2026: 1,601 shares worth $165K. The stake represents 0.16% of the portfolio and ranks #128 among its holdings.

575 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Regatta Research & Money Management held 1,601 shares of Avantis International Small Cap Value ETF worth $165K as of Q2 2026.
  • Avantis International Small Cap Value ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Avantis International Small Cap Value ETF made up 0.16% of Regatta Research & Money Management's portfolio in Q2 2026, its #128 holding.
  • 575 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.